Suppose a parent passes away and one sibling is named trustee and begins managing the trust, while the other sibling is a beneficiary who is not receiving much information. At first, the trustee provides occasional updates, but over time, communication slows, and distributions seem smaller or less consistent without explanation. […]
Author: Ellis Law
People often need to look at capacity when there is a question about whether someone truly understood a decision they made regarding their money or property, even if they were never diagnosed with dementia or another cognitive condition. This usually comes up in disputes over wills or trusts where someone […]
It is not uncommon for a caregiver to be named a main beneficiary, especially when the caregiver has provided consistent support, companionship, and assistance during an individual’s later years. In many cases, this type of decision is completely legitimate and reflects the close relationship that has developed over time. However, […]
Probate disputes are often emotionally charged, especially when family relationships are involved. In addition, the underlying disputes can be complicated, especially when large sums of money or complex assets are involved. This is why forensic accountants are often employed in contested probate cases. However, many people are confused about what […]